Platinum Financial Planning

We choose Platinum Financial a number of years ago to start planning for retirement. We are at that stage now and have no regrets. It is always reassuring to have the advice and support of the team.

I had the pleasure of meeting with Johanna at platinum financial planning. She was extremely knowledgeable, very friendly and understood my investment needs. Any follow up queries have been dealt with swiftly. I would definitely recommend.

My teaching union recommended Platinum Financial when l retired in 2006 & PF have handled my investments through the big financial lows(!) & highs since then. I feel Johnny gives very sound, trustworthy advice; that he has always got my best financial interests in mind so I have great peace of mind re money. I look forward to our annual reviews very much.

Approachable, pragmatic, professional and trusted pension and investment advice from Platinum Financial. They provided me with bespoke, top quality advice both on professional company business as well as separately on a personal basis. I have been a client of Platinum Financial for 10 years & my advisor is Jonathan Scott. I find him always listening, always interested, always focussed on the person. Retirement planning advice has also helped me be entirely objective about my future plans. Fantastic job & highly recommend them.

Trevor provided a full review of my existing investments with recommendations backed up by a comprehensive and easy to understand written report. Face to face follow up meetings allowed for detailed discussion without pressure to transfer my portfolio. I am now confident that the highlighted weaknesses have been addressed and that ongoing reviews will identify any further issues and indeed opportunities. Throughout the process Trevor was most helpful and indeed patient when faced with my many questions! I am most impressed with the professional attitude of Trevor and the Platinum Financial Planning team and can recommend them without reservation.